Riverwater Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
5,404
+819
| +18% | +$168K | 0.52% | 64 |
|
|
2025
Q1 | $1.02M | Buy |
4,585
+1,854
| +68% | +$412K | 0.52% | 65 |
|
|
2024
Q4 | $684K | Sell |
2,731
-1,254
| -31% | -$314K | 0.33% | 78 |
|
|
2024
Q3 | $904K | Sell |
3,985
-365
| -8% | -$82.8K | 0.45% | 67 |
|
|
2024
Q2 | $916K | Sell |
4,350
-339
| -7% | -$71.4K | 0.68% | 36 |
|
|
2024
Q1 | $804K | Sell |
4,689
-111
| -2% | -$19K | 0.59% | 41 |
|
|
2023
Q4 | $924K | Sell |
4,800
-342
| -7% | -$65.8K | 0.73% | 32 |
|
|
2023
Q3 | $880K | Buy |
5,142
+529
| +11% | +$90.6K | 0.8% | 30 |
|
|
2023
Q2 | $895K | Sell |
4,613
-23
| -0.5% | -$4.46K | 0.79% | 30 |
|
|
2023
Q1 | $764K | Sell |
4,636
-45
| -1% | -$7.42K | 0.7% | 38 |
|
|
2022
Q4 | $608K | Sell |
4,681
-78
| -2% | -$10.1K | 0.52% | 59 |
|
|
2022
Q3 | $658K | Sell |
4,759
-142
| -3% | -$19.6K | 0.66% | 45 |
|
|
2022
Q2 | $670K | Buy |
4,901
+3,126
| +176% | +$427K | 0.68% | 41 |
|
|
2022
Q1 | $310K | Sell |
1,775
-3,360
| -65% | -$587K | 0.51% | 82 |
|
|
2021
Q4 | $912K | Buy |
+5,135
| New | +$912K | 0.81% | 31 |
|